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Principal Securities’s Walker & Dunlop WD Stock Holding History

Principal Securities’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-121
Closed -$10.1K – 3474
2025
Q3 		$10.1K Buy
121
+70
+137% +$5.64K ﹤0.01% 2711
2025
Q2 		$3.59K Buy
51
+14
+38% +$1.01K ﹤0.01% 2965
2025
Q1 		$3.6K Hold
37
– – ﹤0.01% 2889
2024
Q4 		$3.6K Buy
37
+19
+106% +$2.06K ﹤0.01% 2885
2024
Q3 		$2.04K Buy
18
+5
+38% +$523 ﹤0.01% 2949
2024
Q2 		$1.28K Buy
13
+1
+8% +$95 ﹤0.01% 3014
2024
Q1 		$1.21K Sell
12
-1
-8% -$96 ﹤0.01% 3000
2023
Q4 		$1.44K Buy
+13
New +$1.07K ﹤0.01% 2884

Other funds holding WD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Principal Securities's WD Position: Q4 2025 in Review

Principal Securities sold out of Walker & Dunlop (WD) in Q4 2025, closing a stake of 121 shares — an estimated $10.1K sold.

Principal Securities first reported a position in WD in Q4 2023 and held it in 8 quarters. The position peaked at $10.1K in Q3 2025. 278 funds tracked by Wall St. Rank hold WD as of Q4 2025.

  • Principal Securities reported no remaining Walker & Dunlop position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 121 Walker & Dunlop shares in Q4 2025, an estimated $10.1K.
  • Principal Securities first reported a position in Walker & Dunlop in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Walker & Dunlop position peaked at $10.1K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Walker & Dunlop as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.